economic mobility for the family or individual
Post on 07-Aug-2015
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Economic Mobility for the FamilyThe Chartered Investor™ as the CIO for the Family Office or High Net Worth Individual
Family Wealth PoolorHigh Net Worth
Syndication Enterprise (Syndicate)
Wise Portfolio (Organic Syndications)
Hybrid & Inorganic Syndications(ie Heavy Commodity Syndications & LBOs)
Presale Platform to aid in JV cash or Commercial Loan
Secondary Market PE Exit
Partner with Fund(@ FundLinked) to accelerate Hybrid & Inorganic Syndications path to PE Secondary Exit or IPO
IPOChartered Investor™(CI™)
Ideally CI™ within the family
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